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    MassMutual Select Mid-Cap Value Svc (MLUYX)

    15.43 Up 0.03(0.19%) Dec 26

    Profile as of Nov 29, 2014Get Profile for:
    MassMutual Select Mid-Cap Value Svc
    Massmutual Select Funds1295 State StSpringfield MA 01111
    Phone: 888-309-3539
    Fund Overview 
    Category:Mid-Cap Value
    Fund Family:MassMutual
    Net Assets:164.04M
    Year-to-Date Return:6.49%
    Morningstar Rating:3 stars
    Fund Inception Date:Aug 29, 2006
    Morningstar Style Box 
    Mid-Cap Value
    [View Category Definition]
    View Top Mid-Cap Value Funds
    About the Morningstar Style Box
    Management Information 
    Thomas W. Oliver
    Lead Manager since Mar 18, 2010
    Mr. Oliver, CFA, CPA, is a portfolio manager, an analyst and a managing director with NFJ, an Allianz Global Investors company. He is the product team lead for the NFJ Large Cap Value and NFJ Mid Cap Value investment strategies, and a product team co-lead for the NFJ All Cap Value investment strategy. Mr. Oliver has 17 years of investment-industry experience in accounting, reporting, and financial analysis. Before joining the firm in 2005, he was a manager of corporate reporting at Perot Systems Corporation and an auditor at Deloitte & Touche. Mr. Oliver has a B.B.A. and an M.B.A. from the University of Texas. He is a CFA charterholder.
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    MLUYX can be purchased from 4 brokerages.

    Fund Summary 
    The investment seeks growth of capital over the long-term. The fund normally invests at least 80% of its net assets in the stocks of mid-cap companies whose market capitalizations at the time of purchase are between $500 million and $10 billion or fall within the market capitalization range of companies included in the Russell Midcap® Value Index. It typically invests most of its assets in equity securities of U.S. companies, but may gain exposure to non-U.S. issuers through the purchase of American Depositary Receipts. The fund may also invest a portion of its assets in real estate investment trusts ("REITs").

    Fund Operations 
    Last Dividend (Dec 14, 2014) : 0.14
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Dec 23, 2014) : 109.00%
    Average for Category:54.06%
    Fees & Expenses 
    ExpenseMLUYXCategory Avg
    Annual Report Expense Ratio (net):0.93%1.24%
    Prospectus Net Expense Ratio:1.00%N/A
    Prospectus Gross Expense Ratio:1.00%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.05%
    3 Yr Expense Projection*:318558
    5 Yr Expense Projection*:552887
    10 Yr Expense Projection*:1,2251,802
    * Per $10,000 invested